# Portfolio overlap — ACWI vs HCSRX

Comparing **iShares MSCI ACWI ETF** (2026-01-31) and **The Catholic SRI Growth Portfolio** (2026-03-31).

- Shared positions: 1112
- iShares MSCI ACWI ETF covered by The Catholic SRI Growth Portfolio: 0.7452676642109683091341225909
- The Catholic SRI Growth Portfolio covered by iShares MSCI ACWI ETF: 0.7452676642109683091341225908

## iShares MSCI ACWI ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.048278 | ✓ |
| APPLE INC | 0.040034 | ✓ |
| MICROSOFT CORP | 0.031573 | ✓ |
| AMAZON.COM INC | 0.023859 | ✓ |
| ALPHABET INC CL A | 0.020435 | ✓ |
| ALPHABET INC CL C | 0.017207 | ✓ |
| META PLATFORMS INC CL A | 0.016150 | ✓ |
| BROADCOM INC | 0.015453 | ✓ |
| TSMC | 0.014192 |  |
| TESLA INC | 0.012648 | ✓ |
| JPMORGAN CHASE and CO | 0.008728 | ✓ |
| LILLY ELI and CO | 0.008673 |  |
| BERKSHIRE HATH-B | 0.006873 | ✓ |
| EXXON MOBIL CORP | 0.006239 | ✓ |
| ASML Holding NV | 0.005778 | ✓ |
| JOHNSON&JOHNSON | 0.005694 |  |
| VISA INC-CLASS A | 0.005644 | ✓ |
| WALMART INC | 0.005427 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.005408 |  |
| TENCENT HOLDINGS LTD | 0.005129 |  |
| MICRON TECHNOLOGY INC | 0.004837 | ✓ |
| MASTERCARD INC CL A | 0.004757 | ✓ |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.004370 |  |
| COSTCO WHOLESALE CORP | 0.004315 | ✓ |
| ABBVIE INC | 0.004103 |  |
| ADV MICRO DEVICE | 0.003992 | ✓ |
| HOME DEPOT INC | 0.003873 | ✓ |
| BANK OF AMERICA CORPORATION | 0.003866 | ✓ |
| BABA-W | 0.003802 |  |
| NETFLIX INC | 0.003698 | ✓ |
| PROCTER & GAMBLE | 0.003692 |  |
| SK HYNIX INC | 0.003549 |  |
| CHEVRON CORP | 0.003533 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.003478 | ✓ |
| GENERAL ELECTRIC CO | 0.003362 |  |
| ROCHE HOLDINGS AG (GENUSSCHEINE) | 0.003317 |  |
| HSBC HOLDINGS PL | 0.003200 | ✓ |
| CATERPILLAR INC | 0.003199 | ✓ |
| CISCO SYSTEMS INC | 0.003195 | ✓ |
| COCA-COLA CO/THE | 0.003178 | ✓ |
| LAM RESEARCH CORP | 0.003048 | ✓ |
| WELLS FARGO & CO | 0.003005 | ✓ |
| ASTRAZENECA PLC | 0.002994 |  |
| INTL BUS MACH CORP | 0.002968 | ✓ |
| ORACLE CORP | 0.002931 | ✓ |
| Novartis AG (Registered) | 0.002926 |  |
| GOLDMAN SACHS GROUP INC | 0.002921 | ✓ |
| PHILIP MORRIS INTL INC | 0.002903 |  |
| MERCK & CO | 0.002858 |  |
| RTX CORP | 0.002794 |  |

## The Catholic SRI Growth Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.060214 | ✓ |
| APPLE INC | 0.053002 | ✓ |
| MICROSOFT CORP | 0.037130 | ✓ |
| AMAZON.COM INC | 0.028477 | ✓ |
| ALPHABET INC CL A | 0.023832 | ✓ |
| BROADCOM INC | 0.019811 | ✓ |
| ALPHABET INC CL C | 0.019771 | ✓ |
| META PLATFORMS INC CL A | 0.017704 | ✓ |
| TESLA INC | 0.014937 | ✓ |
| JPMORGAN CHASE and CO | 0.011375 | ✓ |
| EXXON MOBIL CORP | 0.010162 | ✓ |
| BERKSHIRE HATH-B | 0.009360 | ✓ |
| WALMART INC | 0.007742 | ✓ |
| ASML Holding NV | 0.007342 | ✓ |
| VISA INC-CLASS A | 0.007257 | ✓ |
| COSTCO WHOLESALE CORP | 0.006291 | ✓ |
| MASTERCARD INC CL A | 0.006027 | ✓ |
| NETFLIX INC | 0.005793 | ✓ |
| CHEVRON CORP | 0.005634 | ✓ |
| MICRON TECHNOLOGY INC | 0.005406 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.004756 | ✓ |
| BANK OF AMERICA CORPORATION | 0.004754 | ✓ |
| CATERPILLAR INC | 0.004723 | ✓ |
| ADV MICRO DEVICE | 0.004712 | ✓ |
| HOME DEPOT INC | 0.004664 | ✓ |
| COCA-COLA CO/THE | 0.004423 | ✓ |
| CISCO SYSTEMS INC | 0.004359 | ✓ |
| HSBC HOLDINGS PL | 0.004031 | ✓ |
| APPLIED MATERIALS INC | 0.003862 | ✓ |
| LAM RESEARCH CORP | 0.003829 | ✓ |
| SHELL PLC | 0.003757 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.003620 | ✓ |
| ORACLE CORP | 0.003609 | ✓ |
| NESTLE SA (REG) | 0.003604 | ✓ |
| WELLS FARGO & CO | 0.003558 | ✓ |
| GE VERNOVA LLC | 0.003378 | ✓ |
| LINDE PLC | 0.003305 |  |
| INTL BUS MACH CORP | 0.003225 | ✓ |
| ROYAL BANK OF CANADA | 0.003215 | ✓ |
| MCDONALDS CORP | 0.003138 | ✓ |
| PEPSICO INC | 0.003024 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003014 | ✓ |
| AT&T INC | 0.002926 | ✓ |
| CITIGROUP INC | 0.002898 | ✓ |
| INTEL CORP | 0.002840 | ✓ |
| MORGAN STANLEY | 0.002803 | ✓ |
| COMMONW BK AUSTR | 0.002786 | ✓ |
| KLA CORP | 0.002766 | ✓ |
| SS INST TREAS PLUS MM FUN | 0.002748 |  |
| NEXTERA ENERGY INC | 0.002726 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-031726` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000141036826031726/0001410368-26-031726-index.htm>
- N-PORT (fund B) — accession `0001004726-26-004105` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/934563/000100472626004105/0001004726-26-004105-index.htm>

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